EW
POOL icon

Evoke Wealth’s Pool Corp POOL Stock Holding History

Evoke Wealth’s Portfolio POOL Stock Details POOL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-21
Closed -$7K – 933
2022
Q3 		$7K Buy
21
+12
+133% +$4.28K ﹤0.01% 829
2022
Q2 		$3K Sell
9
-4
-31% -$1.59K ﹤0.01% 1001
2022
Q1 		$6K Buy
+13
New +$6.07K ﹤0.01% 872
2020
Q1 		– Sell
-163
Closed -$34.6K – 1300
2019
Q4 		$34.6K Sell
163
-15
-8% -$3.1K ﹤0.01% 476
2019
Q3 		$35.9K Buy
+178
New +$34.3K ﹤0.01% 526

Other funds holding POOL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Evoke Wealth's POOL Position: Q4 2022 in Review

Evoke Wealth sold out of Pool Corp (POOL) in Q4 2022, closing a stake of 21 shares — an estimated $7K sold.

Evoke Wealth first reported a position in POOL in Q3 2019 and held it in 5 quarters. The position peaked at $35.9K in Q3 2019. 661 funds tracked by Wall St. Rank hold POOL as of Q4 2022.

  • Evoke Wealth reported no remaining Pool Corp position as of Q4 2022 after selling out during the quarter.
  • Evoke Wealth sold 21 Pool Corp shares in Q4 2022, an estimated $7K.
  • Evoke Wealth first reported a position in Pool Corp in Q3 2019 and held it in 5 quarters.
  • Evoke Wealth's Pool Corp position peaked at $35.9K in Q3 2019.
  • 661 funds tracked by Wall St. Rank held Pool Corp as of Q4 2022.

Based on Evoke Wealth's 13F filing for Q4 2022, filed 10 Feb 2023.